Bank Details

Your bank details will enable us to credit dividends and redemptions to the specified
bank account.

Bank Mandate

Account Type

CAMS OTM Payment details

CAMS OTM No

Max. Amount

Valid From

Valid To

*OTM Registered with CAMS is used for Transaction Purpose

Below given is the Kotak Mutual Fund collection bank A/C details in whose favor the NEFT/RTGS transfer needs to be made.

BANK NAME

A/C Type

Account Number

Account Name

Branch Name

IFSC Code

Proof of Bank Account Ownership

We need the scanned image of the self-attested cancelled cheque or passbook or bank
statement containing investor (first holder) name, printed account number and IFSC
code of the above mentioned account.*

Proof of Date of Birth of Minor and relationship with the Guardian.*

Cheque Image to be uploaded once folio is created

*Fields highlighted in blue are mandatory

Summary Details

Personal Details

Primary Holder
:

Primary Holder Aadhaar Number
:

PAN
:

Date of Birth
:

Mobile Number
:

Email ID
:

Tax Status
:

City
:

Guardian Name
:

Guardian PAN
:

Guardian Aadhaar Number
:

Second Holder Name
:

Second Holder PAN
:

Second Holder Aadhaar Number
:

Third Holder Name
:

Third Holder PAN
:

Third Holder Aadhaar Number
:

Additional KYC/FATCA Details

Primary Holder

Annual Income
:

Net Worth
:

Net Worth Date
:

Occupation
:

Source of Wealth
:

PEP
:

Aadhaar Number
:

Country of Birth
:

Address Type
:

Place of Birth
:

Tax Residency 1
:

Tax Identification No. 1
:

Tax Identification Type 1
:

Tax Residency 2
:

Tax Identification No. 2
:

Tax Identification Type 2
:

Tax Residency 3
:

Tax Identification No. 3
:

Tax Identification Type 3
:

Second Holder

Second Holder
:

PAN
:

Annual Income
:

Net Worth
:

Net Worth Date
:

Occupation
:

Source of Wealth
:

PEP
:

Aadhaar Number
:

Country of Birth
:

Address Type
:

Place of Birth
:

Tax Residency 1
:

Tax Identification No. 1
:

Tax Identification Type 1
:

Tax Residency 2
:

Tax Identification No. 2
:

Tax Identification Type 2
:

Tax Residency 3
:

Tax Identification No. 3
:

Tax Identification Type 3
:

Third Holder

Annual Income
:

Net Worth
:

Net Worth Date
:

Occupation
:

Source of Wealth
:

PEP
:

Aadhaar Number
:

Country of Birth
:

Address Type
:

Place of Birth
:

Tax Residency 1
:

Tax Identification No. 1
:

Tax Identification Type 1
:

Tax Residency 2
:

Tax Identification No. 2
:

Tax Identification Type 2
:

Tax Residency 3
:

Tax Identification No. 3
:

Tax Identification Type 3
:

Guardian Details

Annual Income
:

Net Worth
:

Net Worth Date
:

Occupation
:

Source of Wealth
:

PEP
:

Aadhaar Number
:

Country of Birth
:

Address Type
:

Place of Birth
:

Tax Residency 1
:

Tax Identification No. 1
:

Tax Identification Type 1
:

Tax Residency 2
:

Tax Identification No. 2
:

Tax Identification Type 2
:

Tax Residency 3
:

Tax Identification No. 3
:

Tax Identification Type 3
:

Nominee1 Details

Nominee Name
:

Nominee DOB
:

Guardian Name
:

Guardian DOB
:

Nominee Relation
:

Address1
:

Address2
:

Address3
:

Pincode
:

City
:

State
:

Country
:

Percentage Allocation
:

Nominee2 Details

Nominee Name
:

Nominee DOB
:

Guardian Name
:

Guardian DOB
:

Nominee Relation
:

Address1
:

Address2
:

Address3
:

Pincode
:

City
:

State
:

Country
:

Percentage Allocation
:

Nominee3 Details

Nominee Name
:

Nominee DOB
:

Guardian Name
:

Guardian DOB
:

Nominee Relation
:

Address1
:

Address2
:

Address3
:

Pincode
:

City
:

State
:

Country
:

Percentage Allocation
:

Investment Details

Unit Holding Option
:

Broker Details
:

Broker Code
:

Sub-Broker Code
:

Sub-Broker ARN
:

EUIN Opted
:

EUIN
:

Scheme Category
:

Scheme Name
:

Dividend Option
:

Total Investment Amount
:

()

Bank Details

Mode of Payment
:

Account Holder's Name
:

Payment Bank
:

Bank Name
:

Account Type
:

Account Number
:

IFSC Code
:

MICR Code
:

Branch Name
:

Branch City
:

Branch Address
:

Beneficiary A/C Type
:

Beneficiary Account Name
:

Beneficiary Bank Name
:

Beneficiary Bank Account Number
:

IFSC Code
:

UTR (Unique Transaction Reference No)
:

Mode of Payment
:

Payment Bank
:

CAMS OTM No.
:

UMRN No.
:

Account number
:

Account Type
:

IFSC Code
:

MICR Code
:

Branch Name
:

Branch City
:

I wish to create a zero balance folio along with this fresh purchase transaction

I / We have read and understood the contents of the SAI / SID (....+)of the respective
Schemes(s) of Kotak Mahindra
Mutual Fund. I / We hereby apply for allotment / purchase of Units in the Scheme(s)
indicated above and agree to abide by the terms and conditions applicable thereto.
I / We hereby declare that I / We are authorised to make this investment in the
above-mentioned scheme(s) and that the amount invested in the Scheme(s) is through
legitimate sources only and does not involve and is not designed for the purpose
of any contravention or evasion of any Act, Rules, Regulations, Notifications or
Directions of the provisions of Income Tax Act, Anti Money Laundering Act, Anti-Corruption
Act or any other applicable laws enacted by the Government of India from time to
time. I / We hereby authorise Kotak Mahindra Mutual Fund, its Investment Manager
and its agents to disclose details of my investment to my / our Investment Advisor
and / or my bank(s). I / We have neither received nor been induced by any rebate
or gifts, directly or indirectly, in making this investment. Since there is no physical
application given by me / us for making fresh purchase through this facility, I
/ We hereby confirm that the KYC application submitted by me / us to KRAs can be
used as an account opening form by Kotak AMC. I/We further agree & understand that
such documents/information including specimen signature will be obtained by Kotak
AMC directly from any of the KRAs to whom such documents have been submitted by
me/us. I/We further understand that these specimen signatures will be used for validating
signatures in case of any physical transactions done by me/us.

Additional KYC/FATCA Details

Primary Holder Details

Guardian's Details

Additional KYC Details

Gross Annual Income :

(Net worth should not be older than 1 year)

Occupation :

Source of wealth :

PEP Declaration :

Additional KYC Details

Gross Annual Income :

(Net worth should not be older than 1 year)

Occupation :

Source of wealth :

PEP Declaration :

FATCA (Foreign Account Tax Compliance Act ) Details

Country of birth :

Address Type :

Are you a resident in any country other than India for tax purposes? *

Yes No

If yes, please indicate all countries in which you are resident for tax purposes
and the associated Foreign Tax Identification Number and Tax Payer Identification
Type below.

Country of Tax Residency1

Tax Identification Type1

Country of Tax Residency2

Tax Identification Type2

Country of Tax Residency3

Tax Identification Type3

Second Holder Details

Additional KYC Details

Gross Annual Income :

(Net worth should not be older than 1 year)

Occupation :

Source of wealth :

PEP Declaration :

FATCA (Foreign Account Tax Compliance Act ) Details

Country of birth :

Address Type :

Are you a resident in any country other than India for tax purposes? *

Yes No

If yes, please indicate all countries in which you are resident for tax purposes
and the associated Foreign Tax Identification Number and Tax Payer Identification
Type below.

Country of Tax Residency1

Tax Identification Type1

Country of Tax Residency2

Tax Identification Type2

Country of Tax Residency3

Tax Identification Type3

Third Holder Details

Additional KYC Details

Gross Annual Income :

(Net worth should not be older than 1 year)

Occupation :

Source of wealth :

PEP Declaration :

FATCA (Foreign Account Tax Compliance Act ) Details

Country of birth :

Address Type :

Are you a resident in any country other than India for tax purposes? *

Yes No

If yes, please indicate all countries in which you are resident for tax purposes
and the associated Foreign Tax Identification Number and Tax Payer Identification
Type below.

Terms & Conditions

Your KYC compliance check is complete!

As per SEBI guidelines, KYC compliance of all the holders is mandatory to invest
in mutual funds. Please
click here
to Download KYC offline Application form.

Aadhar Number

Mobile Number

eKYC Status

Search IFSC for

BranchCityIFSC code

Alert

Source of payment from NRE bank account should be provided at AMC/ RTA failing which your redemption payout may be delayed.

Alert

The country name selected belongs to the list of countries which are either FATF(Financial Action Task Force) /non-compliant / non-cooperative or are under US sanctions. Hence, investments/ transactions from residents in these countries are restricted as per Regulatory guidelines. Please write to us at online.KMMFAMC@kotak.com for any further assistance in this respect.

Purchase OTP

Send OTP to my registered

Alert

Sorry, You are not allowed to Initiate transaction for this Investor as the investor had opted out of this service, to continue this facility please ask the investor to call our service team at 1800 222 626 to activate the service.